Frances Lee is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Coldstream Wealth Management, Umpqua Investments, and Capital One Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework using fundamental and quantitative analysis.

James Edwards is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding a Series 65 credential. He has 13 years of industry experience, including a 12-year tenure at Bank of America Private Bank before joining Beacon Pointe Advisors in 2026. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Lloyd Galbraith is a CFP® with 38 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior roles include Arbor Point Advisors and Securities America, and a long tenure at KMS Financial Services, Inc. Outside of advising, he pursues photography as a hobby and sells original work at art shows and privately. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, leveraging both fundamental and technical analysis alongside platform integrations and third-party managers.

Alexa Willis is a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA, holding CFP® and Series 65 credentials with 10 years of industry experience. Her career has been exclusively with Mercer Global Advisors since 2016. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm follows a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

Evan Wirkkala is a financial advisor at Hightower Advisors with four years of industry experience. He holds Series 65 and Series 63 registrations and has previously worked at Clear Coast Partners, 30 North Group, Pathstone, Cornerstone Advisors, and Convergent Wealth Advisors. He is the owner of Whiteline Advisory, providing consulting services to private family operating businesses. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and various investment vehicles to deliver comprehensive portfolio management and financial planning services.

Qiang Lu is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. He holds Series 66, 63, and 65 licenses and previously worked at firms including Merrill, Citigroup Services and Technology (China) Limited, and Howbuy Corporation. His outside activities include part-time administrative support for Howbuy Corporation, focusing on business registration and record-keeping. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, using a range of client-directed and discretionary investment options. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence, operating through several affiliated providers.

Karen Henderson is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined total of 15 years. Outside of her advisory role, she is a Notary Public in Seattle, WA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through an integrated investment platform.

Sasho Smileski is a CFP®-certified financial advisor with six years of industry experience, currently with Schwab Wealth Advisory, Inc. Prior to joining Schwab Wealth Advisory in 2026, he held positions at Charles Schwab & Co., Charles Schwab Bank, Bank of America, and Merrill. Outside of advising, he is a landlord of residential properties in Washington State. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is guided by Schwab’s asset-allocation models and internal research tools, with client authorization required for all trades.

Danielle George is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior work includes roles at Advocare and various Bankers Life entities. Outside of advisory work, she is the owner of an LLC established for business expense purposes but has no operational duties with it. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Michael Ersser Jr. is a CFP® and Series 65 credentialed advisor at Focus Partners Wealth, LLC with seven years of industry experience. He previously worked at Merriman Wealth Management and BlackRock, and has an additional background in the food service industry with MOD Super-Fast Pizza. Focus Partners Wealth serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering services such as investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Yulia Aiden is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has been with TIAA-CREF Individual & Institutional Services, LLC since 2017. Previously, she operated a business called Vino & Picasso from 2013 to 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while employing a fiduciary standard on its RIA services.

Carol Parrish is a financial advisor at Hightower Advisors in Bellevue, WA, with 11 years of industry experience. She holds a Series 66 designation and has worked at several firms including WCG Wealth Advisors, Park Avenue Securities, and Guardian Life Insurance. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial entities. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Tayler Drynan is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding a Series 66 designation and five years of industry experience. Since 2021, Drynan has operated Drynan Strategic Financial Solutions and also serves as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Kevin Daniel Jr. is a CFP®-certified financial advisor with over 31 years of industry experience. He has worked at Oppenheimer since 2018 and previously spent significant time at Merrill and Bank of America. Outside of his advisory role, he contributes annually to a business school board, supporting near-graduates with networking and engaging in community business events. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of advisory programs that encompass equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management strategies.

Matthew Pearson is a financial advisor with Creative Planning in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Fidelity Investments, Global Retirement Partners, LPL Financial, Usi Advisors, M Holdings Securities, and Kibble & Prentice Holding Company. He serves on the board of Global Underwater Explorers, a diving community and training organization. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Patrick Bevan is a CFP® professional with two years of industry experience, currently serving at Corient in Seattle, WA. His work history includes roles at Corient Services LLC, CWM, LLC, and Carson Wealth, preceded by four years each at Creighton University and Seattle Preparatory School. Corient provides investment advisory and financial planning services to a wide range of clients including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach with a combination of in-house strategies and third-party manager solutions, employing risk management tools and stress testing to align portfolios with client objectives.

Peter Stankovich is a financial advisor at TIAA-CREF in Bellevue, WA, with 21 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2007. Outside of his advisory role, he is also the author of a book published on Amazon.com, which generates a small amount of passive income. TIAA-CREF provides financial planning and discretionary managed account programs primarily to individuals and entities with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates planning services from ongoing portfolio management and offers customized investment solutions alongside model portfolios.

Michelle Shook is a CFP® with three years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Prior to joining Focus Partners, she worked at Merriman Wealth Management and KeyBank. Her background includes roles in education and retail before entering the financial services industry. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Boyd Crumbaugh is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, he worked in various educational roles at institutions including the University of Washington, Cascadia Community College, Montana State University, Bothell High School, and Canyon Park Middle School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory services including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Zhijun Huang is a financial advisor with Transamerica Financial Advisors. He holds the Series 66 designation and has been with Transamerica Financial Advisors since 2026. Prior to joining, he worked at Ampseattles LLC and Tesla, among other roles. He is also involved with Flowspace LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers, with discretionary and non-discretionary program options.